We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

401 hedge funds and large institutions have $2.03B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1% more funds holding

Funds holding: 397401 (+4)

1% more capital invested

Capital invested by funds: $2.01B → $2.03B (+$29.6M)

0.52% more ownership

Funds ownership: 64.86%65.38% (+0.52%)

Holders
401
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
4.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
32
Increased
163
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPFG
301
Landing Point Financial Group
Ohio
$214K
DC
302
Dahring Cusmano
Michigan
$213K +$410 +5 +0.2%
Lido Advisors
303
Lido Advisors
California
$211K +$219K +2,674 New
BCG
304
Breakwater Capital Group
New Jersey
$208K +$217K +2,643 New
FA
305
FC Advisory
Pennsylvania
$208K
BWA
306
BlueChip Wealth Advisors
Georgia
$207K -$240K -2,934 -53%
CAM
307
Clark Asset Management
New Hampshire
$207K
PA
308
Procyon Advisors
Connecticut
$204K -$17.3K -211 -8%
OWA
309
Opal Wealth Advisors
New York
$203K
ANBT
310
American National Bank & Trust
Texas
$198K
TPCW
311
TD Private Client Wealth
New York
$187K -$1.23K -15 -0.6%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$187K -$1.06K -13 -0.5%
GIP
313
Granite Investment Partners
California
$174K +$82 +1 +0%
CSB
314
City State Bank
Iowa
$169K
TLA
315
Tanglewood Legacy Advisors
Texas
$165K
CI
316
CX Institutional
Indiana
$163K -$15K -183 -8%
PA
317
Parallel Advisors
California
$146K
BTD
318
BankPlus Trust Department
Mississippi
$138K
PB
319
Pinnacle Bancorp
Nebraska
$138K -$38K -464 -21%
NB
320
NBT Bank
New York
$130K +$129K +1,572 +1,965%
FHC
321
First Horizon Corporation
Tennessee
$128K
FP
322
Financial Perspectives
Minnesota
$123K +$164 +2 +0.1%
OCWP
323
Owl Creek Wealth Partners
Colorado
$122K +$127K +1,550 New
CF
324
Centaurus Financial
California
$116K +$82 +1 +0.1%
AT
325
Avalon Trust
New Mexico
$94.5K